-58.9%
ETS vs VOO
+21.1%
-80.0%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +1.3% | -4.6% | -3.0% |
| 7D | -18.2% | -0.9% | -17.3% | -20.0% |
| 30D | +0.7% | -2.3% | +3.0% | -2.2% |
| 3M | +30.9% | -1.2% | +32.1% | +29.3% |
| 6M | +155.3% | +3.3% | +152.0% | +157.4% |
| YTD | +191.5% | +12.3% | +179.2% | +212.8% |
| 1Y | +167.7% | +12.5% | +155.2% | +183.1% |
| All | -58.9% | +21.1% | -80.0% | -12.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded VOO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling